Tradition Wealth Management, LLC Incresed Positions in Q2 2025

Tradition Wealth Management, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
721
+ 5.9%
$19.6 - $24.44 $14.1K - $17.6K
13K $316K
SO
Southern CO

Utilities
516
+ 7.29%
$84.91 - $92.56 $43.8K - $47.8K
7.6K $697K
AMP
Ameriprise Financial Inc

Financial Services
8
+ 0.99%
$422.19 - $533.73 $3.38K - $4.27K
819 $437K
HD
Home Depot, Inc.

Consumer Cyclical
120
+ 2.67%
$335.24 - $380.78 $40.2K - $45.7K
4.61K $1.69M
MAIN
Main Street Capital Corp

Financial Services
167
+ 1.36%
$49.15 - $59.32 $8.21K - $9.91K
12.5K $736K
AEM
Agnico Eagle Mines LTD

Basic Materials
100
+ 3.6%
$99.48 - $124.46 $9.95K - $12.4K
2.88K $342K
SCHW
Schwab Charles Corp

Financial Services
5
+ 0.17%
$69.06 - $91.24 $345 - $456
3.02K $275K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3
+ 0.02%
$33.13 - $40.67 $99.4 - $122
13.2K $535K
MCD
Mcdonalds Corp

Consumer Cyclical
601
+ 8.72%
$285.55 - $321.23 $172K - $193K
7.49K $2.19M
SVM
Silvercorp Metals Inc

Basic Materials
7K
+ 43.9%
$3.22 - $4.43 $22.5K - $31K
22.9K $96K
SYK
Stryker Corp

Healthcare
43
+ 5.85%
$337.37 - $395.63 $14.5K - $17K
778 $307K
MA
Mastercard Inc

Financial Services
30
+ 2.45%
$479.92 - $590.74 $14.4K - $17.7K
1.26K $705K
XT
Ishares Tr Exponential Technol

ETFs
1
+ 0.02%
$49.86 - $65.25 $49.9 - $65.3
4.21K $274K
IAG
Iamgold Corp

Basic Materials
2K
+ 12.5%
$5.63 - $8.09 $11.3K - $16.2K
18K $132K
THW
Tekla World Healthcare Fund

Financial Services
5K
+ 30.82%
$10.05 - $11.31 $50.3K - $56.6K
21.2K $217K
BTG
B2 Gold Corp

Basic Materials
5K
+ 34.72%
$2.64 - $3.77 $13.2K - $18.9K
19.4K $70K
EEM
Ishares Msci Emerging Markets

ETFs
45
+ 0.78%
$38.52 - $48.28 $1.73K - $2.17K
5.84K $281K
NEE
Nextera Energy Inc

Utilities
495
+ 7.47%
$64.11 - $75.0 $31.7K - $37.1K
7.12K $494K
T
At&T Inc.

Communication Services
543
+ 3.7%
$26.33 - $28.94 $14.3K - $15.7K
15.2K $440K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
202
+ 1.48%
$77.94 - $79.5 $15.7K - $16.1K
13.8K $1.1M
ORCC
Owl Rock Capital Corp

Financial Services
1.72K
+ 0.85%
N/A
203K $2.72M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.09%
$206.34 - $257.46 $206 - $257
1.1K $281K
SNDR
Schneider National, Inc.

Industrials
48
+ 0.45%
$21.06 - $24.75 $1.01K - $1.19K
10.8K $260K
CME
Cme Group Inc.

Financial Services
8
+ 0.82%
$252.37 - $290.71 $2.02K - $2.33K
988 $272K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5
+ 0.19%
$71.28 - $83.74 $356 - $419
2.68K $224K
TJX
Tjx Companies Inc

Consumer Cyclical
21
+ 0.57%
$119.13 - $135.03 $2.5K - $2.84K
3.71K $458K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
182
+ 1.29%
$46.41 - $47.7 $8.45K - $8.68K
14.3K $681K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
343
+ 3.07%
$22.54 - $23.17 $7.73K - $7.95K
11.5K $264K
MO
Altria Group, Inc.

Consumer Defensive
462
+ 3.13%
$55.56 - $60.91 $25.7K - $28.1K
15.2K $891K
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.12%
$204.89 - $224.73 $410 - $449
1.69K $370K
FXH
First Tr Exchange Trd Fd Healt

ETFs
3
+ 0.05%
$93.63 - $103.68 $281 - $311
5.68K $588K
Blackrock ETF Trust Ii
977
+ 3.14%
N/A
32.1K $0
Strategic Trust
13.6K
+ 3.17%
N/A
442K $0
QTUM
ETF Ser Solutions Defiance Qua
600
+ 15.0%
N/A
4.6K $0
Blackrock Inc
11
+ 2.84%
N/A
398 $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
5
+ 0.1%
N/A
5.23K $212K
XTEN
Bondbloxx ETF Tr Bloomberg 10
51.9K
+ 121.44%
N/A
94.6K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
3.76K
+ 18.11%
N/A
24.5K $0
Capital Group Equity ETF Tr
38.8K
+ 319.67%
N/A
51K $0
DUK
Duke Energy Corp

Utilities
71
+ 3.05%
$112.46 - $124.05 $7.98K - $8.81K
2.4K $283K
MODL
Victory Portfolios Ii Victorys
10.2K
+ 18.69%
N/A
64.7K $0
Innovator Etfs Trust
3.37K
+ 11.4%
N/A
32.9K $0
J P Morgan Exchange Traded F
3.89K
+ 3.15%
N/A
127K $0
Victory Portfolios Ii
3.19K
+ 4.17%
N/A
79.6K $0
Lazard Inc
325
+ 4.47%
N/A
7.59K $0
JGRO
J P Morgan Exchange Traded Fd
5.71K
+ 3.41%
N/A
173K $0
J P Morgan Exchange Traded F
490
+ 5.66%
N/A
9.14K $0
Linde PLC
19
+ 2.92%
N/A
669 $0
Victory Portfolios Ii
45.4K
+ 126.7%
N/A
81.2K $0
Activity Summary
Buys All Purchases 220 New Holdings 37 Increased Positions 183 Sells All Sells 199 Reductions 199 Sold out 0 Options Calls 0 Puts 1
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